Richard Raad: Financial Advisor in Los Angeles, CA

Built a successful financial planning practice managing $14 million in assets in an advisory group through cold calling and existing connections. • Created and managed client relationships through client satisfaction, regular interactions and meetings. • Scaled business practice to increase operational efficiencies that led to increased capacity and sales. • Conducted comprehensive portfolio reviews to reevaluate objectives and projected portfolio performance. • Accelerated the sales process by presenting investment and financial planning seminars to clients and prospective clients. • Responsible for helping double the team's production within less than one year in a concentrated area. • Formulated asset allocation strategies and developed proprietary investment models for client portfolios.

Assisted a family flooring business in management, supervisory roles, sales and installation. As well as implementing Costco’s flooring sales process with all sales estimators. • Ability to engage and thrive in high quality and pressure sales situations. • Was the lead sales man for Costco flooring products in store. • Assisted clients through all steps of sales to installation building strong referral relationships. • Responsible for planning and implementing complex client relationship process. • Developed both residential and commercial relationships with clients on flooring products.